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BSVO vs VONE

EA Bridgeway Omni Small-Cap Value ETF vs Vanguard Russell 1000 Index Fund ETF Shares

BSVO

EA Bridgeway Omni Small-Cap Value ETF

Annual cost

0.45%

Fund size

$2.3B

VONE

Vanguard Russell 1000 Index Fund ETF Shares

Annual cost

0.06%

Fund size

$11.3B

Key differences

Both BSVO and VONE are equity ETFs. BSVO charges 0.45% a year and VONE 0.06%. The main difference: BSVO follows a active selection strategy; VONE uses index tracking.

  • BSVO follows a active selection strategy; VONE uses index tracking.
  • VONE costs 0.39% less per year.
  • VONE is much larger than BSVO. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, VONE has delivered higher annualized returns.

Side-by-side comparison

BSVOVONE
Annual cost (TER)0.45%0.06%
Fund size (AUM)$2.3B$11.3B
Since20102010
Dividend yield1.28%0.99%
Asset classequityequity
Regionnorth americanorth america
Strategyactive selectionindex tracking
CAGR 1Y+43.4%+24.5%
CAGR 3Y+21.0%+22.3%
CAGR 5YN/A+12.7%
Sharpe 3Y0.821.18
Volatility 1Y18.90%12.25%
Max drawdown-28.67%-34.66%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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